Robert Monahan

Robert Monahan Email and Phone Number

Owner and CEO @ Elevation Wealth Partners LLC
Oklahoma City, Oklahoma, US
Robert Monahan's Location
New York City Metropolitan Area, United States, United States
Robert Monahan's Contact Details

Robert Monahan personal email

n/a
About Robert Monahan

OUR MISSIONA wealth management firm that operates without conflict and with one driving force:The Client’s Best Interests…With a unique ability to think and act strategically. As an independent Advisor there is no longer a need to be “product advocates”, and instead serving as a Client Advocate that focuses on the best solutions to serve our clients’ needs.

Robert Monahan's Current Company Details
Elevation Wealth Partners LLC

Elevation Wealth Partners Llc

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Owner and CEO
Oklahoma City, Oklahoma, US
Website:
elevationwealthllc.com
Employees:
5
Robert Monahan Work Experience Details
  • Elevation Wealth Partners Llc
    Owner And Ceo
    Elevation Wealth Partners Llc
    New York, Ny, Us
    View
  • Elevation Wealth Partners Llc
    Owner/ Ceo
    Elevation Wealth Partners Llc May 2023 - Present
  • Merrill Lynch Wealth Management
    Wealth Management Advisor, Senior Vice President
    Merrill Lynch Wealth Management Mar 2014 - May 2023
    New York, Ny, Us
    He works hard to gain clients' trust. Bob's approach to wealth management is consultative, and he is committed to excellence. Bob works to provide an exceptional level of client care and service, and he invites you to contact him to see how his knowledge and service can meet your financial needs. Bob is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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Robert Monahan Skills

Retirement Income Strategies Asset Management Investment Analysis

Robert Monahan Education Details

  • State University Of New York System
    State University Of New York System
    Attended No Diploma Conferred

Frequently Asked Questions about Robert Monahan

What company does Robert Monahan work for?

Robert Monahan works for Elevation Wealth Partners Llc

What is Robert Monahan's role at the current company?

Robert Monahan's current role is Owner and CEO.

What is Robert Monahan's email address?

Robert Monahan's email address is bo****@****mac.com

What schools did Robert Monahan attend?

Robert Monahan attended State University Of New York System.

What skills is Robert Monahan known for?

Robert Monahan has skills like Retirement Income Strategies, Asset Management, Investment Analysis.

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